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Solve CRM

Integration by Solve CRM

Solve CRM integrates with FreshBooks so you can go from prospect to projects with one click. We make your business run smoothly.

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Contact Solve CRM for help at these links:

About Solve CRM

Solve is a powerful and modern CRM that has integrated features for managing client projects. For small teams it is an ideal and flexible solution. Formerly Solve 360.

Accountability

Set workflows, delegate, monitor progress and lean in before time is wasted. Make sure you know what’s going on. Focus your team on their most profitable work.

Pressure to hire

Most staff have yet to reach their potential. Leverage your experience to direct the team. You don’t always have to hire to get more done.

Communication and operations

Even in well-intentioned teams, delegation is often where collaboration breaks down. Solve’s handoff protocol ensures predictable service delivery. Delight your clients.

This integration is powered by Zapier, for more information please check this page.

How To Get Started

What you need

  • FreshBooks account
  • Solve CRM account
  • Zapier account

Steps to connect

  1. Go to Zapier to create or log into your account.
  2. Connect your Solve CRM and FreshBooks account to Zapier.
  3. Choose what data you want to be synced.
  4. Your data will now automatically sync between Solve CRM and FreshBooks.

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